My name is Rebekah Hart. I specialize in helping my clients financially prepare for retirement, which often includes the proper use of annuities. I help clients from all over the country find ways to generate more retirement income and securely grow and protect their money during these turbulent times.
Despite the current volatility in the market and the elevated interest-rate environment, there are still strategies you can implement to ensure a steady income and keep your money securely protected from future market downturns.
While most financial advisors are more than happy to provide you with investment tips and growth opportunities for your portfolio, only a few financial professionals know how to convert your savings into a long-term sustainable income (while protecting your money) so that you can spend with confidence when you retire.
I started my career as a property insurance agent, working closely with clients to protect one of their most valuable assets, their home. I was recognized by my employer every year for my dedication to customer care. My clients’ goals have always been my top priority. As a property insurance agent, I worked to find the best insurance plan tailored to each client’s unique needs.
My background in insurance helped me transition into the annuity business, driven by a passion to help people secure a higher quality of life at every stage of retirement. I discovered the value and power of annuities in retirement planning some years ago when my family reached out to me for help. They had started retirement feeling secure in their finances but became alarmed as their funds diminished faster than expected. This inspired me to find solutions for them. I learned about safe money and I experienced the joy of seeing this couple’s fortune turn around. As I spoke with more people, I realized that even the most carefully crafted plans can falter and often collapse under the inevitable, unexpected challenges of retirement.
When I’m not in the office, I enjoy spending time outdoors with my husband and two children. A favorite quote of mine is by Warren Buffet, “The first rule of an investment is don’t lose [money]. And the second rule of an investment is don’t forget the first rule.” My goal is to help people build safety and security into their financial planning so they take more out of life and live happier, more fulfilling lives.
I reside in Virginia, and although my office is physically located in Chesterfield, I am able to work with clients throughout the United States. Thanks to our advanced technology systems, we can meet “face-to-face” virtually and share computer screens, ensuring we are all on the same page. This way, you can see first-hand how various income strategies may work for you and your specific goals.
I do my best to take the mystery out of annuities by answering some of the most commonly asked questions in a simple, personalized way. All of my meetings are conducted over the phone and virtually, so you do not need to leave your home or have to visit me in my office.
Feel free to reach out if you are looking for retirement planning guidance and annuity recommendations to help you reach your retirement goals.
Sincerely,
Rebekah Hart
